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Customer Service Manager

Newark, NJ
February 27, 2016

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Roland Wilson III

*** ******* ******

Bethpage, NY 11714

Cell: 516-***-****


EXPERIENCE: Chase Bank, Hicksville NY September 2014-present

Relationship Banker

Currently managing a portfolio of approximately 350 clients with assets totaling 7 million dollars including lending.

Developing and maintaining relationships with my clients by meeting with them quarterly to review accounts and stay focused on their financial goals.

Utilizing external and internal center of influence to help grow existing portfolio.

Offering financial solutions for my clients after several meetings to stay on course with their financial goals.

HSBC Bank USA April 2013-Sept 2015

Melville Office, NY

Premier Mortgage Consultant

Experience in conventional, condo, Jumbo, Community Works and FHA

Hands on loan file from application to closing

Pull through ratio of 66%

Closed close to 1MM YTD

Consistence in customer service follow up

Great relationships with COI’s and branch team

Hampton Bays Branch, Hampton Bays, NY April 2009-2013

Senior Premier Relationship Manager

Currently managing a portfolio of approximately 400 clients with assets totaling 28 million dollars.

Developing and maintaining relationships with my clients by meeting with them quarterly to review accounts and stay focused on their financial goals.

Utilizing external and internal center of influence to help grow existing portfolio.

Establishing and managing international accounts for my clients.

HSBC Bank USA April ‘07- April ‘09

Mastic Branch, Mastic, NY

Branch Manager

Managed 60 Million in total branch assets which encompassed deposits, credit and investments.

Coached platform sales representatives to maximize sales opportunities from each client.

Developed tellers to look for trained tellers to develop closer customer

relationships in order to provide products and services that would best fit their needs.

Coordinated quarterly meetings between my business customers in complementary industries for networking opportunities.

HSBC Bank USA January 2000-April 2007

Southampton Branch, Southampton, NY.

Assistant Branch Manager (promotion August '05)

Specialize in selling and referring investment and insurance products to various retail clients of the branch. Products include mutual funds, fixed and variable annuities, life insurance policies and specialty insurance products.

Consistent producer of investment and insurance revenue averaging $50,000 annually.

Chosen by highly recognized Branch Manager to represent HSBC's philosophy of superior customer service and satisfaction.

Generate over $2 Million annually in new client balances including checking, savings and certificate of deposit accounts.

Establish over $500,000 in new business accounts and loans including sole proprietorships, corporations and not-for-profit organizations.

Prospect business customers for Small Business Administraction (SBA) loans, a top priority for HSBC bank which is significant leader in SBA loans.

Closed over $5 Million in installment loans, home equity loans and lines of credit.

Responsible for managing 4 tellers, General Ledger account reconciliation and audit control procedures including monthly cash counts and negotiable instruments audits.

Banco Popular/Capital Bank & Trust January 1995–January 2000

Jamaica Ave. Branch, Jamaica, NY

Fullerton Ave, Chicago, IL

Customer Service Representative/Personal Banker

Actively opened new accounts including checking, savings, certificates of deposit, safe deposit boxes and business accounts.

Assisted Branch Manager in prospecting new business customer to open new accounts.

Responsible for resolving all customer service issues.

Bank of Bellwod January 1994 – January 1995

Bellwood, IL

Bookkeeping Department

Bookkeeping Department Manager

Managed eight employees in preparing customer statements including cancelled checks being mailed out to customers

Managed 4 employees in the proof department which duties included encoding of customer transaction and balancing customer transactions.

Responsible for all General Ledger reconciliation of the bank including incoming and outgoing cast letter adjustments.

Austin Bank of Chicago January 1992 – January 1994

Lake Street Branch, Chicago, IL.

Bookkeeping Departmemt

Responsible for preparing and returning checks to depositing bank for various reasons such as insufficient funds, accounts closed, stop payments refer to maker and large dollar returns.

Actively participated in queuing of wire transfers over the Federal Reserve Banking System.

Transacted daily incoming and outgoing cash letter adjustments.

Bank of the Hamptons N.A. January 1990- January 1992

Southampton Branch, Southampton, NY

Bookkeeping Department

Managed sorting process of various check types including government, on-us and local checks.

Generated daily reports for President and Officers of the bank.

Responsible for preparing programs to back up daily work processed by the bank

EDUCATION: Suffolk Community College Riverhead, NY

Major: Electronic Technology, 1987

Andrews University Berrien Springs, Mich.

Major: Computer Technology, 1985-1987

SKILLS: All applications of Microsoft Windows Word and Excel

Life and Health Insurance License Notary Public, NMLS Registry


CREDENTIALS: Series 6-Investment Company Products/Variable Contracts Limited Representative.

Series 63-Uniform State Law (Blue Sky)

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